Money Purchase · DOL Form 5500 · 2024
Allied Workers Local 48 Annuity Pl Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 647
- Participants
- 62nd
- Percentile by assets
- $21,008
- Avg per participant
Official DOL plan name: Allied Workers Local 48 Annuity Plan · Sponsored by Allied Workers Local 48 Annuity Pl Board of Trustees · Tennessee · Construction
$14M in assets, 647 participants
Allied Workers Local 48 Annuity Pl Board of Trustees's Allied Workers Local 48 Annuity Plan reported $14M in total assets and 647 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 62nd percentile by assets (of 123,622 plans)
- #5,487 in Construction (9,039 peers)
Allied Workers Local 48 Annuity Pl Board of Trustees multi-year trail
Allied Workers Local 48 Annuity Pl Board of Trustees's plans moved +53.0% in assets from 2022 to 2024; this filing shows Allied Workers Local 48 Annuity Plan at $14M / 647 participants.
- $14M
- total plan assets (2024 EOY)
- 647
- covered participants
- 62nd
- percentile by assets (of 123,622 plans)
- $21,008
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allied Workers Local 48 Annuity Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Allied Workers Local 48 Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Allied Workers Local 48 Annuity Plan reported participants rose from 598 in the plan year 2023 filing to 647 in the plan year 2024 filing.
Allied Workers Local 48 Annuity Pl Board of Trustees across 3 plan years on file
Across the 3 plan years Allied Workers Local 48 Annuity Pl Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $14M, a gain of 53.0%, while reported participants moved from 252 to 647 (+156.7%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($9M).
Allied Workers Local 48 Annuity Pl Board of Trustees multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 252 | $9M |
| 2023 | 1 | 598 | $11M |
| 2024 | 1 | 647 | $14M |
Allied Workers Local 48 Annuity Pl Board of Trustees filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 454606516 |
| Plan Effective Date | 2011-11-04 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Allied Workers Local 48 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Allied Workers Local 48 Annuity Plan by total assets, not by location.
- Laner Muchin Ltd Money Purchase Pension Plan (IL) $14M · 55
- Coriell Institute for Medical Research Defined Contribution Retirement Plan 401a (NJ) $14M · 130
- Defenders of Wildlife Pension Plan (DC) $14M · 111
- Nm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund (NM) $13M · 190
Frequently Asked Questions
How did Allied Workers Local 48 Annuity Plan assets move in 2024? ▼
How have Allied Workers Local 48 Annuity Pl Board of Trustees plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Allied Workers Local 48 Annuity Plan? ▼
Next read for Allied Workers Local 48 Annuity Plan
Multi-year trail
Ways to act on Allied Workers Local 48 Annuity Plan's numbers.
- By total assets, Allied Workers Local 48 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
- Allied Workers Local 48 Annuity Pl Board of Trustees's sponsor-wide assets have grown 53.0% since 2022 across 3 plan years on file. More Construction plans